Australian Financial Services Licensing (AFSL) Forum

#6905 Reply

Eric

Dear All,

Our group has a company with AFSL for sale.  Below is the authorisation details. If you are interested, please call me on 04 4888 3955 or email me on eric.c@ouf.com.au

1. This licence authorises the licensee to carry on a financial services business to:

(a) provide financial product advice for the following classes of financial products:

(i) life products limited to:

(A) life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;

(ii) interests in managed investment schemes including:

(A) investor directed portfolio services;

(iii) securities; and

(iv) superannuation; and

(b) deal in a financial product by:

(i) applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:

(A) deposit and payment products limited to:

(1) basic deposit products;

(B) life products limited to:

(1) life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;

(C) interests in managed investment schemes including:

(1) investor directed portfolio services;

(D) securities; and

(E) superannuation; to retail clients.

 

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